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RFP Received. Check your email for confirmation.
Now 2 Quick Questions . . .
0 – Live – User – Data Survey
Does your firm use technology to identify service opportunities?
No
Yes
Would your firm use technology to identify service opportunities?
No
Yes
How frustrating is looking for new clients/customers?
1
2
3
4
5
6
7
8
9
10
1 = Not Frustrating
10 = Most Frustrating
How frustrating is looking for service opportunities in existing customers/clients?
1
2
3
4
5
6
7
8
9
10
1 = Not Frustrating
10 = Most Frustrating
How frustrating is it getting information from a potential client to scope a service?
1
2
3
4
5
6
7
8
9
10
1 = Not Frustrating
10 = Most Frustrating
How frustrating is the process of creating service proposals?
1
2
3
4
5
6
7
8
9
10
1 = Not Frustrating
10 = Most Frustrating
How frustrating is it getting information from a potential client to create a service proposal?
1
2
3
4
5
6
7
8
9
10
1 = Not Frustrating
10 = Most Frustrating
How frustrating is keeping track of and on schedule all the engagement milestones and deadlines?
1
2
3
4
5
6
7
8
9
10
1 = Not Frustrating
10 = Most Frustrating
How well can each member of your company identify service opportunities for all your company’s services?
1
2
3
4
5
6
7
8
9
10
1 = Can’t identify more than one service opportunity
10 = Can identify all service opportunities
How well can each member of your company identify service opportunities for all your company’s services?
1
2
3
4
5
6
7
8
9
10
1 = Can’t identify more than one service opportunity
10 = Can identify all service opportunities
What makes finding all service opportunities in a customer difficult?
Too many services for one person to understand all of them.
Too many people required in finding all service opportunities.
Internal conflicts of personality/interest prevent cross-selling.
Customer conversations are difficult to get the right information from.
Other
Other
How many professional services does your business get?
1 – 5
6 – 10
11 – 15
15 – 20
+ 20
How frustrating is figuring out whether your business is eligible for a service without Rbundle?
1
2
3
4
5
6
7
8
9
10
1 = Not Frustrating
10 = Most Frustrating
How many hours a week do you spend on Rbundle referral activities?
1 – 5
6 – 10
11 – 20
21 – 30
31 – 40
+ 40
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0 – Live – User – Rbundle Feedback
Rate the Rbundle experience
1 Star
2 Stars
3 Stars
4 Stars
5 Stars
6 Stars
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